Brett Kincade

Employer firm

Ally Invest Advisors CRD 170301

$1.73B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2008 → 03/2021
  Td Ameritrade
  Bellevue, NE
• 08/2011 → 03/2021
  Central States Claims And Adjustments
  Omaha, NE
• 03/2021 → Present
  Ally Invest Securities Llc
  Charlotte, NC
• 10/2021 → Present
  Ally Invest Advisors
  Charlotte, NC
• 10/2024 → Present
  Doordash, Inc.
  San Francisco, CA
• 10/2025 → Present
  The Loyal Sons Podcast
  Argyle, TX

Previous Registrations

• 2008-12-05 → 2021-03-30
  Td Ameritrade, Inc.
  Omaha, NE
  Omaha, NE
  Omaha, NE
  Omaha, NE
  Omaha, NE
  Omaha, NE
  Fort Worth, TX
  Westlake, TX
• 2019-08-02 → 2021-02-22
  Td Ameritrade Investment Management, Llc
  Southlake, TX
• 2008-12-05 → 2017-06-05
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Fort Worth, TX

Other Businesses

Ally Invest Advisors. Investment related. 601 S Tryon Street Charlotte NC 28202. Manager - Client Services. Dually licensed. 02/26/2021. 40+ hrs/month. Manages licensed representatives servicing both self-directed and advisory accounts DoorDash, Inc. Not Investment related. 303 2nd St, San Francisco CA 94107. Delivery Driver. 10/16/2024. 20-40 hours/month. Food delivery driver. The Loyal Sons Podcast. Non-investment related. 1413 Verbena Ln, Argyle TX 76226. Cohost. 10/01/2025. 20 hours/month. Podcast on midwestern college sports and midwestern humor.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-01

Other Names

• Brett Lee Kincade